This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Local Quarterly Briefing - Q4 2024

Loading player...

In this episode of our Local Quarterly Briefing, hosted by Investment Analyst Natalie Helmbold, we reflect on 2024's major events, including Trump's re-election, South Africa's government of national unity, and the surprising US equity market performance. Our fund managers discuss key topics such as US inflation challenges, global interest rate dynamics, the US bond market's reaction to rate cuts, positive prospects for the Chinese market, South Africa's election optimism, and the impact of US inflation and deficits on bond valuations.

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more.

Watch the full episode from our Q4 2024 Local Quarterly Roundup via the link below.

6 Feb 2025 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Reading the signals - Markets, metals, and monetary policy

In our latest market and economic wrap, Tumisho Grater, Multi Management Investment Analyst, breaks down the forces driving sentiment both locally and abroad. Global markets are navigating a complex web of strong earnings momentum, elevated equity valuations, shifting currency dynamics, and renewed geopolitical uncertainty. With more than 90 S&P 500…

27 Jan 7 min

Market and economic wrap: Rand strength continues on the back of record-breaking market returns.

In our first market and economic wrap for 2026, Trevor Garvin, Head of Multi-Management at Nedgroup Investments, explores the global and local forces shaping markets. From escalating geopolitical tensions and record-breaking equity returns to South Africa’s rand strengthening to a three-year high, we unpack the trends driving investor sentiment. Discover…

13 Jan 7 min

Market and economic wrap: South African equity markets outshine the rest of the world for 2025.

Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, as he reflects on a transformative year for South Africa and global markets in our final Market and Economic Wrap podcast for 2025. From political shifts under the Government of National Unity and Eskom’s turnaround to record-breaking equity returns and a…

10 Dec 2025 7 min

Investing and spending: Two sides of the same coin

In this 10-minute Insights podcast, Rob Johnson, Head of Investments at Nedgroup Investments, sits down with Nic Andrew, Managing Executive, to explore a powerful mindset shift: viewing spending as the other half of investing, an intentional choice that safeguards long-term goals rather than eroding them. Drawing inspiration from Morgan Housel’s…

9 Dec 2025 10 min

Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit

In this week’s episode of the market and economic wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments unpacks the factors driving the rand’s recent strength, including revived expectations of US rate cuts and the impact of South Africa’s successful G20 Summit hosting. We explore key political developments at home,…

2 Dec 2025 6 min

All episodes